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Geneos Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Geneos Wealth Management’s Portfolio LGOV Stock Details LGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$168K Sell
7,811
-124
-2% -$2.71K ﹤0.01% 1017
2025
Q4 		$173K Buy
7,935
+750
+10% +$16.5K ﹤0.01% 964
2025
Q3 		$156K Hold
7,185
– – ﹤0.01% 986
2025
Q2 		$154K Sell
7,185
-16,945
-70% -$360K ﹤0.01% 1093
2025
Q1 		$519K Sell
24,130
-85,964
-78% -$1.82M 0.01% 881
2024
Q4 		$2.29M Buy
110,094
+3,746
+4% +$80.2K 0.08% 272
2024
Q3 		$2.38M Buy
106,348
+3,107
+3% +$68.3K 0.09% 258
2024
Q2 		$2.17M Buy
103,241
+10,111
+11% +$211K 0.1% 240
2024
Q1 		$1.99M Buy
+93,130
New +$2M 0.09% 254
2022
Q2 		– Sell
-678
Closed -$17K – 2697
2022
Q1 		$17K Buy
+678
New +$18.1K ﹤0.01% 1878
2021
Q2 		– Sell
-1,600
Closed -$43K – 2999
2021
Q1 		$43K Sell
1,600
-3,300
-67% -$91.8K ﹤0.01% 1713
2020
Q4 		$132K Sell
4,900
-3,400
-41% -$99.3K 0.01% 1013
2020
Q3 		$247K Hold
8,300
– – 0.01% 614
2020
Q2 		$248K Buy
8,300
+4,600
+124% +$135K 0.01% 597
2020
Q1 		$104K Hold
3,700
– – 0.01% 822
2019
Q4 		$100K Buy
3,700
+1,800
+95% +$49.8K 0.01% 952
2019
Q3 		$53K Buy
+1,900
New +$52.9K ﹤0.01% 1146

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Geneos Wealth Management's LGOV Position: Q1 2026 in Review

Geneos Wealth Management reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 1.6% in Q1 2026, selling an estimated $2.71K and leaving 7,811 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Geneos Wealth Management first reported a position in LGOV in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.38M in Q3 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Geneos Wealth Management held 7,811 shares of First Trust Long Duration Opportunities ETF worth $168K as of Q1 2026.
  • Geneos Wealth Management sold 124 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $2.71K.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1017 holding.
  • Geneos Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q3 2019 and has held it in 17 quarters since.
  • Geneos Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $2.38M in Q3 2024.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.